Field match in both CRMs
We will create a field mapping system in your new CRM that parallels or improves your old system/processes. After establishing a system of fields, we will ensure that all information has been accurately uploaded into the correct fields within the new CRM. This process of data migration and field matching is critical for data migration security — one mistake could give you false information about your company leads & deals for historical reporting, or you could end up with deleted or duplicated information.
With our years of experience with CRM management, your data migration is in good hands.
New CRM Setup
After all the lead & deal information has been fully imported and categorized in your new CRM, we will begin the process of setting up your new account. This step of the process includes setting up your reports, designing dashboards, and establishing standard operating procedures within the CRM.
No matter how you want your CRM to perform for your business, we will assist you in crafting a solution so that you truly get the most out of your account.
Integrate all 3rd party systems in new CRM
Next, we will further customize your account by integrating your CRM software with any other software you use to run your business. Integrations can be applied to streamline virtually any part of your business, including marketing, communication, assisting the sales team, billing, quoting, scheduling, and more.
Integrations are incredibly useful, as they allow you to access external app functions and data from your CRM account. Plus, integrations can be crafted in a way that automatically pulls information from external apps to affect records and reports in your CRM interface.
If you provide us with a list of apps that you want to have integrated with your new CRM, we will develop an integration solution that’s both cost-effective, compliant (HIPAA, data security, etc.), and tailored to your exact needs.
Training & Workflow Processes
Our work isn’t over after we complete your account setup. To make sure that you get the most out of your new CRM, we will walk you through the interface and give you thorough training as an administrator. We will also work with you to create any necessary employee accounts within your CRM business account, and customize the access that each employee has within the interface. Finally, we will help you fully take over as an administrator by establishing workflow processes and SOPs within your new CRM account.
By the time we are through with your migration, set up, and training, your business will be running more efficiently than you ever thought possible.
